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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,763 | $129,737-2.3% | $119,126+6.4% | $154,746-18.1% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 18.21% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,574 | $4,375-41.2% | $4,034-36.2% | $4,379-41.2% |
| Participant deferral / active EE | $5,988 | $5,842+2.5% | $5,318+12.6% | $6,730-11.0% |
| Admin fee / account holder | $491 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |